What gets notified
- Client Hub provides notifications for "unread" (by you as a user) activity related to the communications features (conversations and client task), as well as uploads to the File Manager.
- Activity is considered unread when a user is not actively logged into the workspace account on either the web or mobile version of Client Hub. Keep in mind that an active session could be a browser hidden or minimized browser tab or a hidden mobile app (not closed).
Below is a breakdown of the 3 different notification channels:
- In-Product Notifications (bell icon) - these are instant notifications that happen in real-time
- Mobile push notifications - these are instant notifications that happen in real-time (delays may occur due to weak WiFi or cellular signals)
- Email - these go out on a schedule. The system is designed this way to consolidate notifications to help reduce inbox overload. Emails are sent from our servers 4 times per hour, so in some cases, it could take up to 15 minutes for a notification to arrive in your inbox
How notifications work for each Client Hub feature:
- Client Conversation Messages - In Product: "Blue" unread icon, as well as Email, and mobile Push
- Client Tasks (create, respond, comments) and Files uploaded to File Manager - In-Product: In "Bell", as well as Email, Web Push, Mobile Push
Troubleshooting notifications
- User notifications settings - Make sure users have the notifications setting turned set to the appropriate option (accountant users only)
- Make sure you are not logged into the workspace in any browser tab or on the mobile app (notifications will not be sent if a user is active in the workspace)
- Email - If emails are being delivered to your SPAM folder, make sure to allow messages from NoReply@mail.clienthub.info
- Mobile push - check your mobile settings to make sure the notifications are turned on for Client Hub
Dec 21, 2023